Sequoia Financial Advisors’s SS&C Technologies SSNC Stock Holding History

Sequoia Financial Advisors’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$572K	Buy	9,212 +1,271	+16%	+$86.2K	﹤0.01%	1262
2026 Q1	$537K	Sell	7,941 -6,252	-44%	-$481K	﹤0.01%	1237
2025 Q4	$1.24M	Buy	14,193 +3,793	+36%	+$323K	0.01%	785
2025 Q3	$923K	Buy	10,400 +1,044	+11%	+$90.4K	0.01%	824
2025 Q2	$775K	Buy	9,356 +6,165	+193%	+$485K	0.01%	800
2025 Q1	$267K	Sell	3,191 -212	-6%	-$17.5K	﹤0.01%	1113
2024 Q4	$258K	Sell	3,403 -508,230	-99%	-$38M	﹤0.01%	1084
2024 Q3	$38M	Buy	511,633 +47	+0%	+$3.33K	0.41%	57
2024 Q2	$32.1M	Buy	511,586 +25,256	+5%	+$1.57M	0.39%	63
2024 Q1	$31.3M	Buy	+486,330	New	+$30.2M	0.39%	57

Other funds holding SSNC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Sequoia Financial Advisors's SSNC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its SS&C Technologies (SSNC) stake by 16% in Q2 2026, buying an estimated $86.2K and bringing the position to 9,212 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Sequoia Financial Advisors first reported a position in SSNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $38M in Q3 2024. 218 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Sequoia Financial Advisors held 9,212 shares of SS&C Technologies worth $572K as of Q2 2026.
Sequoia Financial Advisors bought 1,271 SS&C Technologies shares in Q2 2026, an estimated $86.2K.
SS&C Technologies made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1262 holding.
Sequoia Financial Advisors first reported a position in SS&C Technologies in Q1 2024 and has held it in 10 quarters since.
Sequoia Financial Advisors's SS&C Technologies position peaked at $38M in Q3 2024.
218 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.